WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 60 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $393,000 | +6.8% | 10,821 | -1.2% | 0.09% | -2.2% |
| Q3 2019 | $368,000 | -2.6% | 10,957 | -5.2% | 0.09% | -13.3% |
| Q2 2019 | $378,000 | -2.1% | 11,556 | -3.5% | 0.10% | +1.9% |
| Q1 2019 | $386,000 | +15.2% | 11,975 | -0.5% | 0.10% | -8.8% |
| Q4 2018 | $335,000 | -2.0% | 12,032 | +11.6% | 0.11% | +13.0% |
| Q4 2017 | $342,000 | +2.4% | 10,779 | -1.1% | 0.10% | -24.8% |
| Q3 2017 | $334,000 | +1.8% | 10,903 | -1.7% | 0.13% | +15.7% |
| Q2 2017 | $328,000 | -2.7% | 11,095 | -6.3% | 0.12% | -5.0% |
| Q1 2017 | $337,000 | +10.1% | 11,845 | +1.9% | 0.12% | +13.1% |
| Q4 2016 | $306,000 | -1.6% | 11,626 | -1.5% | 0.11% | +4.9% |
| Q3 2016 | $311,000 | +3.0% | 11,807 | +0.1% | 0.10% | -9.7% |
| Q2 2016 | $302,000 | -1.3% | 11,792 | -1.1% | 0.11% | +15.3% |
| Q1 2016 | $306,000 | +0.7% | 11,918 | +3.7% | 0.10% | -17.6% |
| Q4 2015 | $304,000 | +13.9% | 11,497 | +7.3% | 0.12% | -3.3% |
| Q3 2015 | $267,000 | – | 10,711 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
| Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
| WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
| Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
| Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
| Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
| Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
| SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
| DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
| Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |